Focused on Real Estate-Related Operating Companies for Sustainable Growth
Our Executive Team’s expertise in successfully navigating the real estate market, with an unparalleled track record of initiating, developing, and divesting small businesses for strategic advantage, is the cornerstone of our strategy. Their profound insights and operational excellence underpin our focused acquisitions, targeting companies with solid EBITDA at reasonable earnings multiples, ensuring we meet and surpass our IRR objectives. Our leadership’s heritage of success ensures that we consistently deliver sustainable growth and stakeholder value, maintaining our leadership in real estate investment.
Strategic Focus
Target Companies
The Fund will specifically target businesses that are linked to real estate such as those operating within or facilitating transactions in industrial buildings, multifamily properties, and commerncial real estate.
Leveraging Expertise
The Our team’s in-depth knowledge of specific real estate asset classes is critical, empowering us to expertly identify, assess, and refine business investments for optimal performance and value growth.
Operational Enhancement
Operational improvements are targeted alongside financial aspects to drive value.
Fund Objective
Acquire mature cash-flowing operating companies in the real estate space at a multiple of Earnings of 3-5 times in order to build a portfolio of cash-flowing businesses using modest leverage to boost IRR and MOIC for LP investors.
Real Estate Focus
Businesses linked to real estate, including industrial, multifamily, and commercial sectors
Fund Structure
- Closed-ended Private Equity Fund
- Up to $10 Million Preferred Equity Investment
- 10% Annual Preferred Return
Strategic Advantages
- Leveraging real estate and investment expertise in like-size operating companies
- Targeted investment in real estate sectors
- Fee structure aligned with investor objective
LP Investor Benefits
- Annual Preferred Return of 8% to 10%
- Quarterly Cash Flow Distribution
- Potential Tax Advantages
- 80% of Profits to a 20% IRR, then 65% of Profits to a 25% IRR, then 50% of Profits above 25% IRR
Investor Profit Sharing and Returns
- Targeted Preffered Equity IRR of 22% to 25%
- Initial: 80% to investors, 20% to Fund Manager until 20% IRR
- Post 20% IRR: 65% to investors, 35% to Fund Manager until 25% IRR
- Above 25% IRR: Equal split between investors & Fund Manager